Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,490
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$147M
3
+$68.2M
4
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
+$58.9M
5
AMZN icon
Amazon
AMZN
+$46.2M

Top Sells

1
+$131M
2
+$103M
3
+$96.7M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$71.8M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$63.7M

Sector Composition

1 Technology 17.12%
2 Healthcare 11.2%
3 Financials 9.96%
4 Industrials 8.94%
5 Consumer Discretionary 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$363K ﹤0.01%
1,825
-181
2777
$363K ﹤0.01%
19,092
-1,000
2778
$362K ﹤0.01%
616
-4
2779
$362K ﹤0.01%
7,203
+1,273
2780
$361K ﹤0.01%
3,353
-1,080
2781
$358K ﹤0.01%
15,130
+3,043
2782
$357K ﹤0.01%
31,068
+6,594
2783
$357K ﹤0.01%
+15,110
2784
$357K ﹤0.01%
35,873
+546
2785
$356K ﹤0.01%
11,200
2786
$356K ﹤0.01%
11,915
+320
2787
$356K ﹤0.01%
8,376
-674
2788
$355K ﹤0.01%
15,135
2789
$355K ﹤0.01%
8,921
-213
2790
$355K ﹤0.01%
1,093
+18
2791
$354K ﹤0.01%
8,616
+2,549
2792
$353K ﹤0.01%
37,000
+7,500
2793
$353K ﹤0.01%
19,343
-2,293
2794
$353K ﹤0.01%
1,413
-19
2795
$352K ﹤0.01%
20,882
-8,162
2796
$352K ﹤0.01%
12,579
+449
2797
$352K ﹤0.01%
44,250
-2,400
2798
$351K ﹤0.01%
7,296
+3,060
2799
$350K ﹤0.01%
7,681
2800
$350K ﹤0.01%
1,949
-208
110 111
112
113 114